GUARDIAN WEALTH ADVISORS, LLC / NC

Position in EXC — Exelon Corp

CIK 1901403 RALEIGH, NC

Position in EXC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$213,239

-$8,282 QoQ

Shares Held

4,574

+1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#929

of 1,276 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Utilities · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $3,871,774 across 5 Utilities - Regulated Electric names. EXC ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	9,606	$1,215,927
2	SO	Southern Co	12,319	$1,179,051
3	NEE	Nextera Energy Inc	11,882	$1,042,883
4	AEP	American Electric Power Co Inc	1,613	$220,674
5	EXC	Exelon Corp This page	4,574	$213,239

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,239	4,574	+1.2%	Shares	Sole	2026-08-14
2026-03-31	$221,521	4,519	-0.2%	Shares	Sole	2026-05-15
2025-09-30	$203,760	4,527	+1.2%	Shares	Sole	2025-11-14
2025-03-31	$206,161	4,474	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.